Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Virco Mfg. Corporation 401(k) Plan Tactical Asset Allocation Moderate | NA | 24.49% | 1.68% | 5.88% | 4.43% | 5.30% | 6.78% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Virco Mfg. Corporation 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 24.49 | 1.68 | 5.88 | 4.43 | 5.30 | 6.78 | … | … | 0.44 | 5.82 | 15.28 | -19.22 | 10.77 | 14.64 | 11.04 | -4.32 | 9.36 | 2.00 | -1.07 | 2.72 | 14.73 | 4.82 | 3.02 | 7.34 | 16.71 | 7.55 | 11.26 | 13.83 | 5.51 | 10.62 | 23.54 | 2.08 | 6.02 |
| Sharpe Ratio | NA | 0.09 | -0.31 | 0.20 | 0.27 | NA | NA | … | … | 0.05 | -0.08 | 1.21 | -1.32 | 1.24 | 1.70 | 2.72 | -0.76 | 1.88 | 0.39 | -0.22 | 0.48 | 2.35 | 0.90 | 0.42 | 0.73 | 2.28 | 1.15 | 0.98 | 1.70 | 0.66 | 1.32 | 4.26 | 0.17 | 0.78 |
| Standard Deviation(%) | NA | 9.73 | 11.89 | 10.69 | 8.41 | NA | NA | … | … | 7.93 | 9.80 | 9.15 | 15.62 | 8.65 | 8.47 | 3.55 | 7.39 | 4.65 | 4.60 | 5.01 | 5.62 | 6.26 | 5.29 | 7.19 | 9.95 | 7.27 | 5.78 | 8.46 | 6.21 | 5.03 | 7.36 | 5.36 | 5.77 | 4.76 |
| Draw Down(%) | NA | 7.17 | 23.28 | 24.40 | 24.40 | NA | NA | … | … | 0.64 | 7.10 | 8.95 | 24.40 | 4.22 | 8.78 | 2.08 | 10.16 | 3.88 | 3.17 | 5.20 | 4.71 | 4.26 | 4.77 | 6.48 | 8.82 | 3.74 | 3.05 | 5.99 | 6.43 | 3.80 | 6.17 | 2.71 | 8.11 | 4.34 |
| Yield(%) | NA | 4.52 | 5.69 | 5.17 | 3.95 | NA | NA | … | … | NA | 0.80 | 4.27 | 3.09 | 9.08 | 4.66 | 4.64 | 4.12 | 0.25 | 3.91 | 3.39 | 2.02 | 3.90 | 3.04 | 2.12 | 3.07 | 4.32 | 4.35 | 5.63 | 4.68 | 4.17 | 3.10 | 5.21 | 4.49 | 6.46 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virco Mfg. Corporation 401(k) Plan Tactical Asset Allocation Moderate |
-0.49%
Dec 2021 – Dec 2024 |
0.32%
Sep 2017 – Sep 2022 |
2.64%
Oct 2013 – Oct 2023 |
4.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Virco Mfg. Corporation 401(k) Plan Tactical Asset Allocation Moderate |
13.98%
Jun 2002 – Jun 2005 |
14.37%
Oct 2002 – Oct 2007 |
10.84%
Apr 2001 – Apr 2011 |
9.17%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart